Financial Services Professional

2 days ago


Bakersfield, California, United States Adam Hopkins - State Farm Agent Full time
Job OverviewAs a Financial Representative State Farm Agent Team Member with Adam Hopkins - State Farm Agent, you will play a crucial role in marketing and selling financial products that manage everyday risks. Your expertise in financial products will enable you to provide customers with informed advice and guidance on their financial options. Your analytical skills will make you a valuable resource to customers and a competitive addition to the agency.

Key Responsibilities
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
  • Work with the agent to establish and meet marketing goals.
  • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements
  • Must be able to obtain relevant financial service licenses.
  • Proven experience working as a financial services representative.
  • Sound knowledge of financial legislation.
  • Proficiency in Microsoft Office applications.
  • Strong mathematical skills.
  • Excellent analytical, organizational, and problem-solving skills.
  • Effective communication skills.
  • Exceptional customer service skills.
  • Successful track record of meeting sales goals/quotas preferred.
Benefits
  • Salary plus commission/bonus.
  • Paid time off (vacation and personal/sick days).
  • 401(k) matching.
  • Growth potential/Opportunity for advancement within the office.


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